DFX Intelligence
Portland Trust Company
unclassified· ME
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
- The Retirement Plan for Employees of Androscoggin Savings Bank Trusteethrough Dec 31, 2025
Schedule C rows
3 rows, $262,599 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Retirement Plan for Employees of Androscoggin Savings Bank | 2025 | 21 27 28 | NONE | $110,022 |
| The Retirement Plan for Employees of Androscoggin Savings Bank | 2024 | 21 27 28 | NONE | $103,603 |
| The Retirement Plan for Employees of Androscoggin Savings Bank | 2023 | 21 | NONE | $48,974 |
What changed
- Dec 31, 2024Manager relationship startedThe Retirement Plan for Employees of Androscoggin Savings BankPortland Trust Company appears on The Retirement Plan for Employees of Androscoggin Savings Bank's Schedule C as investment manager (plan year 2024 vs 2023)with Portland Trust Companyaskebsa.dol.gov